# Subsidies in East Asia — 2026 Q4

147 developments logged by East Asia Brief in 2026 Q4, with the companies exposed and the primary document behind each one.

| Date | Development | Where | Companies exposed | Confidence | Source |
| --- | --- | --- | --- | --- | --- |
| September 30, 2026 | [Korea opens 1,180 MW battery auction to balance power grid](https://eastasiabrief.com/batteries-ev/korea-opens-1-180-mw-battery-auction-balance-power-449) | Korea | Samsung SDI, LG Energy Solution, SK On, HD Hyundai Electric | high | https://www.mcee.go.kr/home/web/board/read.do;jsessionid=ICpGWE_jSg_7gV6b9TNY_usNLCuHKBfCZvYSkxAW.mehome2?pagerOffset=0&maxPageItems=10&maxIndexPages=10&searchKey=titleOrContent&searchValue=&menuId=10598&orgCd=&boardId=1893270&boardMasterId=939&boardCategoryId=&decorator= |
| September 30, 2026 | [China Rare Earth pairs with Benmo on humanoid robot magnets](https://eastasiabrief.com/robotics/china-rare-earth-pairs-benmo-humanoid-robot-magnets-452) | China | Benmo Technology, China Rare Earth Group, Ningbo Tuopu Group, Harmonic Drive Systems | medium | https://www.stcn.com/article/detail/4203438.html |
| September 30, 2026 | [Rainbow Robotics taps E Tech Group to expand US cobot fleet](https://eastasiabrief.com/robotics/rainbow-robotics-taps-e-tech-group-expand-us-cobot-453) | Korea | Rainbow Robotics, E Tech Group, Samsung Electronics, Rockwell Automation | medium | https://etechgroup.com/blog/category/life-sciences/ |
| September 30, 2026 | [SK On orders $118 million in LFP cathodes from L&F for storage](https://eastasiabrief.com/batteries-ev/sk-orders-118-million-lfp-cathodes-l-f-storage-454) | Korea | SK On, POSCO Future M, Samsung SDI, NeoVolta Power | medium | https://www.donga.com/news/Economy/article/all/20260929/134747035/2 |
| September 30, 2026 | [Vulcan Elements wins US Army drone permanent magnet contract](https://eastasiabrief.com/shipbuilding/vulcan-elements-wins-us-army-drone-permanent-magnet-contract-457) | Global | Vulcan Elements, ReElement Technologies, Ucore Rare Metals, Energy Fuels | high | https://www.war.gov/News/Releases/Release/Article/4339788/office-of-strategic-capital-agrees-to-joint-700m-conditional-loan-commitment-wi/ |
| October 1, 2026 | [Mazagon Dock drops Thoothukudi yard as HD Hyundai wins site](https://eastasiabrief.com/shipbuilding/mazagon-dock-drops-thoothukudi-yard-hd-hyundai-wins-site-461) | Korea | HD Korea Shipbuilding & Offshore Engineering, Mazagon Dock Shipbuilders, POSCO, BEML | medium | https://www.maritimegateway.com/hd-hyundai-tamil-nadu-shipyard/ |
| October 1, 2026 | [BYD fully opens 16 GWh Xi'an battery plant to scale EV cells in 2026](https://eastasiabrief.com/batteries-ev/byd-fully-opens-16-gwh-xi-battery-plant-scale-462) | China | BYD, Contemporary Amperex Technology | medium | https://autonews.gasgoo.com/articles/ev/byds-xian-project-fully-completed-and-put-into-production-2105191046941462529 |
| October 1, 2026 | [JSR opens South Korea EUV photoresist plant for 2nm chips](https://eastasiabrief.com/semiconductors/jsr-opens-south-korea-euv-photoresist-plant-2nm-chips-463) | Korea | JSR Corporation, JSR Micro Korea, Samsung Electronics, SK hynix | high | https://photo.chungbuk.go.kr/photo/index.do |
| October 1, 2026 | [Air Liquide invests €170M to expand Japan chip gas capacity](https://eastasiabrief.com/semiconductors/air-liquide-invests-170m-expand-japan-chip-gas-capacity-464) | Japan | Air Liquide, Taiwan Semiconductor Manufacturing Co., Sony Group, Denso | medium | https://www.publicnow.com/view/AD0EE11DA4F618F2D329A3A4BD5FC6BDF5F7A5C5?1790754408 |
| October 1, 2026 | [LG Energy Solution agrees to supply 46-series battery cells for US vans](https://eastasiabrief.com/batteries-ev/lg-energy-solution-agrees-supply-46-series-battery-cells-465) | Korea | LG Energy Solution, indiGOtech | high | https://www.queencreekaz.gov/business/economic-development/strategic-plan/vision-for-northeastern-area-of-town/proposed-advanced-manufacturing-lg-energy-solution |
| October 1, 2026 | [Samsung SDI and LG Energy double ESS warranties to 20 years in US](https://eastasiabrief.com/batteries-ev/samsung-sdi-lg-energy-double-ess-warranties-20-years-466) | Korea | Samsung SDI, LG Energy Solution, CATL, BYD | medium | https://biz.chosun.com/en/en-industry/2026/10/01/UFSBU4XTZ5ASNJFDJOEBYOS5TM/ |
| October 1, 2026 | [Hanwha Ocean taps KIRO to develop shipyard humanoid robots](https://eastasiabrief.com/robotics/hanwha-ocean-taps-kiro-develop-shipyard-humanoid-robots-467) | Korea | Hanwha Ocean, Samsung Heavy Industries, Nvidia | medium | https://www.kspost.biz/en-us/articles/2983 |
| October 1, 2026 | [China extends trade barrier probes on US green supply chains](https://eastasiabrief.com/trade-policy/china-extends-trade-barrier-probes-us-green-supply-chains-472) | China |  | high | https://www.mofcom.gov.cn/xwfb/xwfyrth/art/2026/art_ee17eb5bcfa04653b0f5f66c13466c74.html |
| October 2, 2026 | [Nexchip injects $128M into Anhui Jingmei to secure photomask supply](https://eastasiabrief.com/semiconductors/nexchip-injects-128m-anhui-jingmei-secure-photomask-supply-473) | China | Nexchip Semiconductor, Dai Nippon Printing, Toppan Photomask, Photronics | medium | https://www.popcj.com/depth/0361542609757730 |
| October 2, 2026 | [Mitsubishi Heavy buys Shimonoseki site in $638M yard plan](https://eastasiabrief.com/shipbuilding/mitsubishi-heavy-buys-shimonoseki-site-638m-yard-plan-477) | Japan | Mitsubishi Heavy Industries, Mitsubishi Shipbuilding, Oshima Shipbuilding, Kawasaki Heavy Industries | high | https://www.mlit.go.jp/report/press/kaiji05_hh_000346.html |
| October 2, 2026 | [Micron Cuts DRAM Lead of SK hynix to One Point on HBM Demand](https://eastasiabrief.com/semiconductors/micron-cuts-dram-lead-sk-hynix-one-point-hbm-479) | Global | Micron Technology, SK hynix, Samsung Electronics, Nvidia | high | https://investors.micron.com/overview/default.aspx |
| October 2, 2026 | [HD Hyundai Heavy wins 500 MW Taean offshore substation deal](https://eastasiabrief.com/shipbuilding/hd-hyundai-heavy-wins-500-mw-taean-offshore-substation-480) | Korea | HD Hyundai Heavy Industries, Korea Western Power | high | https://press.mtime.co.kr/newsRead.php?no=1043911 |
| October 2, 2026 | [TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface](https://eastasiabrief.com/semiconductors/tsmc-dismisses-terafab-rumors-texas-factory-talks-surface-483) | Global | Taiwan Semiconductor Manufacturing Co., Intel, Tesla, SpaceX | high | https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm |
| October 2, 2026 | [South Korean battery makers prepare sodium-ion lines for energy storage](https://eastasiabrief.com/batteries-ev/south-korean-battery-makers-prepare-sodium-ion-lines-energy-485) | Korea | LG Energy Solution, Samsung SDI, SK On, LG Chem | medium | https://marketin.edaily.co.kr/News/ReadE?newsId=04710086645608984 |
| October 3, 2026 | [Talga advances Japan graphite anode pacts for Swedish output](https://eastasiabrief.com/semiconductors/talga-advances-japan-graphite-anode-pacts-swedish-output-491) | Japan | Talga Group, Mitsubishi Chemical Corporation, Hanwa, Dainen Materials | high | https://ec.europa.eu/assets/cinea/project_fiches/innovation_fund/101191036.pdf |
| October 3, 2026 | [Pentagon awards Elmet $2.45B to cut China tungsten reliance by 2027](https://eastasiabrief.com/energy-minerals/pentagon-awards-elmet-2-45b-cut-china-tungsten-reliance-494) | Global | The Elmet Group, Elmet Technologies, Masan High-Tech Materials, EQ Resources | high | https://www.war.gov/News/Releases/Release/Article/4599882/department-of-war-announces-a-450-million-investment-in-the-elmet-group-to-secu/ |
| October 3, 2026 | [CATL widens global EV battery lead to 39.4% as Korean share slips](https://eastasiabrief.com/batteries-ev/catl-widens-global-ev-battery-lead-39-4-korean-497) | Global | Contemporary Amperex Technology, LG Energy Solution, SK On, BYD | medium | https://www.sneresearch.com/en/insight/release_view/744/page/0?s_cat= |
| October 3, 2026 | [Japan Prefectures Woo Taiwan Chip Vendors With Site Grants](https://eastasiabrief.com/semiconductors/japan-prefectures-woo-taiwan-chip-vendors-site-grants-501) | Japan | Taiwan Semiconductor Manufacturing Co., Mitsui Fudosan, Sony Group, ASE Technology Holding | high | https://www.meti.go.jp/speeches/kaiken/2026/20261002001.html |
| October 3, 2026 | [CK Solution wins SK hynix cleanroom deal, targeting 500B won](https://eastasiabrief.com/semiconductors/ck-solution-wins-sk-hynix-cleanroom-deal-targeting-500b-502) | Korea | CK Solution, SK hynix, Samsung Electronics, LG Uplus | medium | https://www.thelec.kr/news/articleView.html?idxno=63206 |
| October 3, 2026 | [China yttrium export curbs squeeze Western chip toolmakers](https://eastasiabrief.com/energy-minerals/china-yttrium-export-curbs-squeeze-western-chip-toolmakers-503) | China | Applied Materials, Lam Research, Shin-Etsu Chemical, Lynas Rare Earths | high | https://www.mofcom.gov.cn/cms_files/filemanager/policySummary/viewcore_7ef0e7016e934fc9b1bde9c4b6e7e893.html |
| October 3, 2026 | [CATL warns China's solid-state battery target faces cost gap](https://eastasiabrief.com/batteries-ev/catl-warns-china-s-solid-state-battery-target-faces-504) | China | Contemporary Amperex Technology Co. Limited, Toyota Motor, Dongfeng Motor, Nio | high | http://jxt.hubei.gov.cn/bmdt/rdjj/202609/t20260929_6025471.shtml |
| October 3, 2026 | [Japan leads India FDI with $5.7 billion as factories expand](https://eastasiabrief.com/trade-policy/japan-leads-india-fdi-5-7-billion-factories-expand-505) | Japan | Suzuki Motor, TDK, Murata Manufacturing | medium | https://sundayguardianlive.com/business/the-quiet-partner-at-the-top-japans-rise-to-indias-largest-fdi-source-298200/ |
| October 4, 2026 | [EcoPro replaces affiliate CEOs to defend margins in EV slump](https://eastasiabrief.com/batteries-ev/ecopro-replaces-affiliate-ceos-defend-margins-ev-slump-509) | Korea | EcoPro, EcoPro BM, EcoPro HN, EcoPro Materials | high | https://dart.fss.or.kr/dsac001/mainK.do?selectDate=&sort=&series=&mdayCnt=2 |
| October 4, 2026 | [Fanuc previews 11-kg welding cobots for shipyards at Fabtech 2026](https://eastasiabrief.com/robotics/fanuc-previews-11-kg-welding-cobots-shipyards-fabtech-2026-510) | Japan | Fanuc, Rainbow Robotics, HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering | medium | https://www.fabtechexpo.com/plan-your-visit/new-products |
| October 4, 2026 | [Korean chip toolmakers target Musk's $16.8 billion Texas fab](https://eastasiabrief.com/semiconductors/korean-chip-toolmakers-target-musk-s-16-8-billion-514) | Korea | Hanmi Semiconductor, HPSP, TSMC, Tesla | high | https://gov.texas.gov/news/post/governor-abbott-announces-spacex-expansion-in-grimes-county |
| October 4, 2026 | [BYD Widens BEV Lead Over Tesla to Record 275,946 Cars in Q3](https://eastasiabrief.com/batteries-ev/byd-widens-bev-lead-tesla-record-275-946-cars-515) | Global | Tesla, BYD Company, Contemporary Amperex Technology, LG Energy Solution | high | https://ir.tesla.com/press |
| October 4, 2026 | [Cameco backs $120B US-Korea nuclear pact for eight reactors](https://eastasiabrief.com/energy-minerals/cameco-backs-120b-us-korea-nuclear-pact-eight-reactors-517) | Global | Cameco Corporation, Westinghouse Electric Company, Korea Electric Power Corporation, Korea Hydro & Nuclear Power | medium | https://www.nasdaq.com/press-release/cameco-acknowledges-united-states-and-republic-korea-announcement-framework |
| October 4, 2026 | [SFA and Rainbow Robotics partner on AI manufacturing robots](https://eastasiabrief.com/robotics/sfa-rainbow-robotics-partner-ai-manufacturing-robots-518) | Korea | SFA Engineering, Rainbow Robotics, Samsung Electronics | medium | https://v.daum.net/v/ZpcVd6SrTV |
| October 4, 2026 | [Hyundai, Toyota and BYD advance in-house solid-state battery lines](https://eastasiabrief.com/batteries-ev/hyundai-toyota-byd-advance-house-solid-state-battery-lines-520) | Global | Hyundai Motor, Toyota Motor, BYD, Idemitsu Kosan | high | https://global.toyota/en/newsroom/corporate/41100223.html |
| October 4, 2026 | [TSMC weighs Texas foundry campus to expand US chip capacity](https://eastasiabrief.com/semiconductors/tsmc-weighs-texas-foundry-campus-expand-us-chip-capacity-521) | Global | Taiwan Semiconductor Manufacturing Co., Nvidia, Advanced Micro Devices, Samsung Electronics | medium | https://pr.tsmc.com/english/news/3210 |
| October 4, 2026 | [Rapidus forms 17-firm design alliance to back 2nm chip ramp](https://eastasiabrief.com/semiconductors/rapidus-forms-17-firm-design-alliance-back-2nm-chip-523) | Japan | Rapidus, TSMC, Synopsys, Cadence Design Systems | high | https://www.chubu.meti.go.jp/c31seizo/semicon/20260626/pdf/docu20260609-2.pdf |
| October 5, 2026 | [China widens offshore wind turbine cost lead over Europe](https://eastasiabrief.com/analysis/china-widens-offshore-wind-turbine-cost-lead-europe-529) | Global | Xinjiang Goldwind Science & Technology, Envision Energy, Mingyang Smart Energy Group, Vestas Wind Systems | medium | https://greentechlead.com/wind/china-vs-europe-offshore-wind-2026-who-leads-on-capacity-cost-turbines-and-investment-55722 |
| October 5, 2026 | [Japan Display sells Mobara fab to Shinko for chip packaging](https://eastasiabrief.com/semiconductors/japan-display-sells-mobara-fab-shinko-chip-packaging-531) | Japan | Japan Display Inc., Shinko Electric Industries, FICT, Samsung Display | medium | https://www.j-display.com/news/news_file/file/260930_1_j.pdf |
| October 5, 2026 | [Hyundai Steel and POSCO build US plant to bypass Section 232](https://eastasiabrief.com/trade-policy/hyundai-steel-posco-build-us-plant-bypass-section-232-532) | Korea | Hyundai Steel, POSCO, Hyundai Motor, Kia | medium | https://www.steeldaily.co.kr/news/articleViewAmp.html?idxno=203272 |
| October 5, 2026 | [India pushes rare earth magnet output to counter China curbs](https://eastasiabrief.com/semiconductors/india-pushes-rare-earth-magnet-output-counter-china-curbs-534) | Global | Coal India, Larsen & Toubro, Lohum Magnets & Energy Solutions, IREL (India) Limited | medium | https://ddnews.gov.in/en/govt-pushes-rare-earth-magnet-capacity-as-india-seeks-greater-control-over-critical-manufacturing-inputs-shaktikanta-das/ |
| October 5, 2026 | [Tata Electronics readies Assam chip plant with non-China network](https://eastasiabrief.com/semiconductors/tata-electronics-readies-assam-chip-plant-non-china-network-536) | Global | Tata Electronics, Qualcomm, BE Semiconductor Industries, Enomoto | medium | https://www.livemint.com/companies/news/tata-electronics-assam-semiconductor-chip-plant/amp-11791089738819.html |
| October 5, 2026 | [Korean cathode makers pivot to LMR to halt Chinese LFP gains in EVs](https://eastasiabrief.com/batteries-ev/korean-cathode-makers-pivot-lmr-halt-chinese-lfp-gains-539) | Korea | POSCO Future M, EcoPro BM, LG Chem, LG Energy Solution | medium | https://v.daum.net/v/20261005135803194 |
| October 5, 2026 | [BYD accelerates megawatt charging rollout for heavy electric trucks](https://eastasiabrief.com/batteries-ev/byd-accelerates-megawatt-charging-rollout-heavy-electric-trucks-541) | China | BYD, Daimler Truck, Volvo Group, Traton | high | https://media.byd.com/section/company/press-releases/?lang=eng |
| October 5, 2026 | [Korean and Japanese Yards Deploy Welding Robots to Docks](https://eastasiabrief.com/robotics/korean-japanese-yards-deploy-welding-robots-docks-542) | Global | HD Hyundai, Imabari Shipbuilding, Rainbow Robotics, Fanuc | medium | https://news.einfomax.co.kr/news/articleView.html?idxno=4419851 |
| October 5, 2026 | [JSR completes South Korea EUV photoresist plant in Cheongju](https://eastasiabrief.com/semiconductors/jsr-completes-south-korea-euv-photoresist-plant-cheongju-543) | Korea | JSR, Samsung Electronics, SK hynix | high | https://www.motir.go.kr/attach/down/095a2dda9c864e1d90d751f7668a1117/0979b2ef655c8c2e1a5c3175b5a9c2e8 |
| October 5, 2026 | [LG Energy Solution clarifies $4.3B Tesla energy storage deal](https://eastasiabrief.com/batteries-ev/lg-energy-solution-clarifies-4-3b-tesla-energy-storage-545) | Korea | LG Energy Solution, Tesla, Contemporary Amperex Technology, General Motors | medium | https://www.mk.co.kr/news/business/11380734 |
| October 5, 2026 | [MP Materials begins shipping non-China magnets to GM plants](https://eastasiabrief.com/energy-minerals/mp-materials-begins-shipping-non-china-magnets-gm-plants-547) | Global | MP Materials, General Motors, Apple, Shin-Etsu Chemical | high | https://www.sec.gov/Archives/edgar/data/1801368/000119312522112271/d278075dex991.htm |
| October 6, 2026 | [CATL opens 8,000-square-meter battery service hub in Oslo](https://eastasiabrief.com/batteries-ev/catl-opens-8-000-square-meter-battery-service-hub-549) | China | Contemporary Amperex Technology Co., Limited, YES-EU Group, AutoFlight | medium | https://www.thebatterymagazine.com/catl-opens-largest-european-battery-service-centre-in-oslo/ |
| October 6, 2026 | [Micronex builds $9.5 million chip lead-frame plant in Sanand](https://eastasiabrief.com/semiconductors/micronex-builds-9-5-million-chip-lead-frame-plant-551) | Global | Micronex Technology, Kaynes Technology, Micron Technology, CG Power | medium | https://www.digitimes.com/403.asp |
| October 6, 2026 | [EcoPro BM and Samsung SDI agree to co-develop solid-state materials](https://eastasiabrief.com/batteries-ev/ecopro-bm-samsung-sdi-agree-co-develop-solid-state-553) | Korea | EcoPro BM, Samsung SDI | medium | https://www.yna.co.kr/amp/view/AKR20261006075200003 |
| October 6, 2026 | [Doosan Robotics picks DeepX NPU chips for on-device welding cobots](https://eastasiabrief.com/robotics/doosan-robotics-picks-deepx-npu-chips-device-welding-cobots-555) | Korea | Doosan Robotics, DEEPX, Doosan Enerbility, Mobilint | medium | https://www.mk.co.kr/news/pick/12169398 |
| October 6, 2026 | [Mitsubishi Heavy buys shipyard land in Shimonoseki buildout](https://eastasiabrief.com/shipbuilding/mitsubishi-heavy-buys-shipyard-land-shimonoseki-buildout-558) | Japan | Mitsubishi Heavy Industries, Mitsubishi Shipbuilding, Imabari Shipbuilding, Japan Marine United | high | https://www.mlit.go.jp/maritime/maritime_tk5_000076.html |
| October 6, 2026 | [POSCO Future M signs $4.5B LFP cathode deal with Samsung SDI through 2032](https://eastasiabrief.com/batteries-ev/posco-future-m-signs-4-5b-lfp-cathode-deal-563) | Korea | POSCO Future M, Samsung SDI, SK On | high | https://dart.fss.or.kr/dsac001/mainY.do |
| October 6, 2026 | [HD Hyundai Heavy Industries secures offshore substation deal in Taean](https://eastasiabrief.com/shipbuilding/hd-hyundai-heavy-industries-secures-offshore-substation-deal-taean-567) | Korea | HD Hyundai Heavy Industries, Vena Energy, Copenhagen Infrastructure Partners, Korea Western Power | medium | https://www.nongaek.com/news/articleView.html?idxno=97014 |
| October 7, 2026 | [LG Energy Solution signs 46-series battery deal for US vans](https://eastasiabrief.com/batteries-ev/lg-energy-solution-signs-46-series-battery-deal-us-570) | Korea | LG Energy Solution, Indigo Technologies, Tesla, Rivian | medium | https://inside.lgensol.com/2026/10/lg%EC%97%90%EB%84%88%EC%A7%80%EC%86%94%EB%A3%A8%EC%85%98-%E7%BE%8E-%EC%A0%84%EA%B8%B0-%EC%83%81%EC%9A%A9%EC%B0%A8-%EC%8A%A4%ED%83%80%ED%8A%B8%EC%97%85-%EC%9D%B8%EB%94%94%EA%B3%A0%ED%85%8C/ |
| October 7, 2026 | [Iwatani and Cosmo approve 50 billion yen Chiba hydrogen hub](https://eastasiabrief.com/energy-minerals/iwatani-cosmo-approve-50-billion-yen-chiba-hydrogen-hub-572) | Japan | Iwatani Corporation, Cosmo Energy Holdings, Cosmo Oil, Iwatani Gas | medium | https://www.iwatani.co.jp/jpn/news/files/2026/20261006_news.pdf |
| October 7, 2026 | [HD Hyundai forms offshore SMR test center for nuclear ships](https://eastasiabrief.com/shipbuilding/hd-hyundai-forms-offshore-smr-test-center-nuclear-ships-574) | Korea | HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, KEPCO Engineering & Construction, Hyundai Engineering & Construction | medium | https://www.hd.com/kr/newsroom/media-hub/press/view?detailsKey=4266 |
| October 7, 2026 | [BYD readies Da Han EV for Oct. 13 debut with 1,008-km range](https://eastasiabrief.com/semiconductors/byd-readies-da-han-ev-oct-13-debut-1-581) | China | BYD, Mercedes-Benz Group, BMW | medium | https://carnewschina.com/2026/10/07/byd-da-han-ev-to-launch-october-13-with-0-197-cd-drag-and-1008-km-range/ |
| October 7, 2026 | [Gudeng Precision opens Arizona plant for TSMC fabs in Glendale](https://eastasiabrief.com/semiconductors/gudeng-precision-opens-arizona-plant-tsmc-fabs-glendale-583) | Global | Gudeng Precision Industrial Co., Taiwan Semiconductor Manufacturing Co., Boeing, Honeywell | medium | https://money.udn.com/money/story/5612/9799543 |
| October 7, 2026 | [Elon Musk rejects TSMC Terafab deal, backing Intel 14A node](https://eastasiabrief.com/semiconductors/elon-musk-rejects-tsmc-terafab-deal-backing-intel-14a-584) | Global | Tesla, SpaceX, Intel, TSMC | high | https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm |
| October 7, 2026 | [Suzuki launches Japan's cheapest mini EV using BYD batteries](https://eastasiabrief.com/batteries-ev/suzuki-launches-japan-s-cheapest-mini-ev-using-byd-585) | Japan | Suzuki Motor, BYD, Panasonic Holdings, Nissan Motor | medium | https://marketin.edaily.co.kr/News/ReadE?newsId=05005286645610296 |
| October 7, 2026 | [Kawasaki Heavy unveils quadruped AI robot for shipyards in 2026](https://eastasiabrief.com/robotics/kawasaki-heavy-unveils-quadruped-ai-robot-shipyards-2026-587) | Japan | Kawasaki Heavy Industries, Nvidia, Shin Kurushima Dock, Namura Shipbuilding | high | https://global.kawasaki.com/en/corp/newsroom/news/detail/?f=20260819_0930 |
| October 8, 2026 | [CATL Surpasses Korean Battery Trio in Markets Outside China](https://eastasiabrief.com/batteries-ev/catl-surpasses-korean-battery-trio-markets-outside-china-592) | Global | Contemporary Amperex Technology, LG Energy Solution, SK On, Samsung SDI | medium | https://www.sneresearch.com/kr/insight/release_view/750/page/264?s_cat= |
| October 8, 2026 | [Hanwha Ocean widens US naval shipyard ties in McCormick tour](https://eastasiabrief.com/shipbuilding/hanwha-ocean-widens-us-naval-shipyard-ties-mccormick-tour-593) | Korea | Hanwha Ocean, Hanwha Systems, Leidos | medium | https://www.newsarticleinsiders.com/news/articleView.html?idxno=4630 |
| October 8, 2026 | [LG Energy Solution secures 240,000 tons of Canadian lithium from Elevra](https://eastasiabrief.com/batteries-ev/lg-energy-solution-secures-240-000-tons-canadian-lithium-595) | Korea | LG Energy Solution, Elevra Lithium, General Motors, Stellantis | medium | https://www.newswire.co.kr/newsRead.php?no=1044281 |
| October 8, 2026 | [Intel joins Applied Materials in $5 billion chip R&D hub](https://eastasiabrief.com/semiconductors/intel-joins-applied-materials-5-billion-chip-r-d-599) | Global | Applied Materials, Intel, TSMC, Samsung Electronics | high | https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-and-intel-collaborate-accelerate-chipmaking |
| October 8, 2026 | [GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal](https://eastasiabrief.com/semiconductors/globalfoundries-agrees-build-silicon-interposers-tsmc-2b-deal-603) | Global | GlobalFoundries, Taiwan Semiconductor Manufacturing Co., Nvidia, SK hynix | high | https://www.sec.gov/Archives/edgar/data/1709048/000170904825000024/gfs-20241231.htm |
| October 8, 2026 | [BYD evaluates Argentina lithium battery plant for EV export](https://eastasiabrief.com/batteries-ev/byd-evaluates-argentina-lithium-battery-plant-ev-export-607) | China | BYD Company, Ganfeng Lithium, Zijin Mining | medium | https://www.scmp.com/news/china/diplomacy/article/3370236/chinas-byd-considering-lithium-battery-plant-argentina-foreign-minister-says |
| October 9, 2026 | [Lam Research ships 15,000th chip equipment chamber in Korea](https://eastasiabrief.com/semiconductors/lam-research-ships-15-000th-chip-equipment-chamber-korea-609) | Korea | Lam Research, Samsung Electronics, SK hynix, Hana Ventures | medium | https://www.thelec.net/news/articleView.html?idxno=14496 |
| October 9, 2026 | [LG Energy Solution beats profit views on grid battery orders](https://eastasiabrief.com/batteries-ev/lg-energy-solution-beats-profit-views-grid-battery-orders-610) | Korea | LG Energy Solution, General Motors, Hyundai Motor Group, Elevra Lithium | medium | https://www.lg.co.kr/media/release/30650?hostKo=www.lg.co.kr&hostEn=www.lgcorp.com&emptySubMenu=false&nav=LG&nav=%EB%AF%B8%EB%94%94%EC%96%B4&nav=%EB%B3%B4%EB%8F%84%EC%9E%90%EB%A3%8C&ogContent=%EB%AF%B8%EB%94%94%EC%96%B4+%3E+%EB%B3%B4%EB%8F%84%EC%9E%90%EB%A3%8C&ogContent=http%3A%2F%2Fwww.lg.co.kr%2Fimages%2Fcommon%2Fdefault_og_image_new.jpg&ogContent=LG%EC%9D%98+%EC%B5%9C%EC%8B%A0+%EC%86%8C%EC%8B%9D%EC%9D%84+%EC%A0%84%ED%95%A9%EB%8B%88%EB%8B%A4. |
| October 9, 2026 | [South Korea confirms $120 billion civil nuclear pact with US](https://eastasiabrief.com/semiconductors/south-korea-confirms-120-billion-civil-nuclear-pact-us-612) | Korea | Doosan Enerbility, Hyundai Engineering & Construction, Korea Electric Power Corporation, Korea Hydro & Nuclear Power | high | https://english.motir.go.kr/eng/article/EATCLdfa319ada/2748/view |
| October 9, 2026 | [XPeng Scales Humanoid Robot Line with Electric Vehicle Parts in 2026](https://eastasiabrief.com/robotics/xpeng-scales-humanoid-robot-line-electric-vehicle-parts-2026-615) | China | XPeng Inc., Tesla Inc., Hyundai Motor Group, Alibaba Group Holding | medium | https://www.xpeng.com/news |
| October 9, 2026 | [Rapidus holds 2nm chip timeline as 17 partners join network](https://eastasiabrief.com/semiconductors/rapidus-holds-2nm-chip-timeline-17-partners-join-network-618) | Japan | Rapidus, Cadence Design Systems, Synopsys, TSMC | high | https://www.meti.go.jp/policy/mono_info_service/joho/post5g/pdf/20250331_results_stagegate.pdf |
| October 9, 2026 | [Chery Automobile orders solid-state battery tools for 2027 EV tests](https://eastasiabrief.com/batteries-ev/chery-automobile-orders-solid-state-battery-tools-2027-ev-624) | China | Chery Automobile, BYD, Samsung SDI, LG Energy Solution | high | http://jxt.hubei.gov.cn/bmdt/rdjj/202609/t20260929_6025471.shtml |
| October 10, 2026 | [Aclara and CAP start rare earth alloy plant runs for US magnets](https://eastasiabrief.com/semiconductors/aclara-cap-start-rare-earth-alloy-plant-runs-us-628) | Global | Aclara Resources, CAP S.A. | medium | https://www.chemanalyst.com/NewsAndDeals/NewsDetails/aclara-and-cap-launch-rare-earth-metals-plant-to-boost-us-44913 |
| October 10, 2026 | [Stratacache lists former SK hynix Oregon chip fab for sale](https://eastasiabrief.com/semiconductors/stratacache-lists-former-sk-hynix-oregon-chip-fab-sale-629) | Korea | Stratacache, SK hynix, onsemi, Silex Microsystems | medium | https://lookouteugene-springfield.com/story/business-development/2026/09/25/former-hynix-factory-in-west-eugene-is-listed-for-sale/ |
| October 10, 2026 | [SK On cuts 40 jobs at Tennessee battery site, delaying output to 2028](https://eastasiabrief.com/batteries-ev/sk-cuts-40-jobs-tennessee-battery-site-delaying-output-634) | Korea | SK On, Ford Motor Company | high | https://comptroller.extglb.tn.gov/content/dam/tn/workforce/documents/warn/BlueOval-SK.pdf |
| October 10, 2026 | [CATL expands sodium storage supply in Europe for 2027 rollouts](https://eastasiabrief.com/batteries-ev/catl-expands-sodium-storage-supply-europe-2027-rollouts-640) | China | Contemporary Amperex Technology, Alfen, Intilion, Merus Power | medium | https://www.energy-storage.news/europes-system-integrators-move-quickly-on-sodium-ion-with-catl-surprised-if-we-arent-deploying-it-next-year/ |
| October 10, 2026 | [LG Energy Solution Binds $4.3B Tesla Pact to Grid Storage](https://eastasiabrief.com/batteries-ev/lg-energy-solution-binds-4-3b-tesla-pact-grid-643) | Korea | LG Energy Solution, Tesla, General Motors | high | https://dart.fss.or.kr/ |
| October 11, 2026 | [BYD rolls out 150,000th commercial EV with 800-hp electric truck](https://eastasiabrief.com/batteries-ev/byd-rolls-out-150-000th-commercial-ev-800-hp-646) | China | BYD Company, FAW Jiefang, Tesla, Contemporary Amperex Technology | medium | https://cnevpost.com/2026/10/10/byd-150000-commercial-nev-production-focus-trucks/ |
| October 11, 2026 | [Doosan Robotics and DEEPX develop AI nuclear welding robots](https://eastasiabrief.com/robotics/doosan-robotics-deepx-develop-ai-nuclear-welding-robots-650) | Korea | Doosan Robotics, DEEPX, Doosan Enerbility, SAIGE | high | https://www.keit.re.kr/board.es?mid=a10201010000&bid=0007&act=view&list_no=128418& |
| October 11, 2026 | [Tesla Retains Terafab Control, Limiting TSMC to Site Leases](https://eastasiabrief.com/semiconductors/tesla-retains-terafab-control-limiting-tsmc-site-leases-652) | Global | Tesla, TSMC, Intel | high | https://ir.tesla.com/press |
| October 11, 2026 | [Suzuki selects BYD LFP battery cells for inaugural Japanese mini EV](https://eastasiabrief.com/batteries-ev/suzuki-selects-byd-lfp-battery-cells-inaugural-japanese-mini-653) | Japan | Suzuki Motor, BYD, Nissan Motor, Honda Motor | medium | https://ground.news/article/suzuki-undercuts-byd-as-competition-for-cheap-mini-evs-heats-up |
| October 11, 2026 | [China Northern Rare Earth fixes fourth-quarter concentrate supply price](https://eastasiabrief.com/energy-minerals/china-northern-rare-earth-fixes-fourth-quarter-concentrate-supply-654) | China | China Northern Rare Earth, Inner Mongolia Baogang Steel Union, JL MAG Rare-Earth | high | https://www.sse.com.cn/disclosure/listedinfo/announcement/ |
| October 11, 2026 | [HD Hyundai teams with Croatia yard on €660m corvette program](https://eastasiabrief.com/shipbuilding/hd-hyundai-teams-croatia-yard-660m-corvette-program-661) | Korea | HD Hyundai Heavy Industries, Navantia, Iskra Group | medium | https://www.imarinenews.com/39793.html |
| October 11, 2026 | [USA Rare Earth Funds Brazil Mining and Carolina Magnet Plant](https://eastasiabrief.com/semiconductors/usa-rare-earth-funds-brazil-mining-carolina-magnet-plant-665) | Global | USA Rare Earth, Carester | high | https://www.sec.gov/Archives/edgar/data/1970622/000121390026105454/ea0307183-8k_usarare.htm |
| October 12, 2026 | [LG Energy Solution shifts battery output to AI data centers](https://eastasiabrief.com/batteries-ev/lg-energy-solution-shifts-battery-output-ai-data-centers-666) | Korea | LG Energy Solution, Samsung SDI, Nvidia, Tesla | medium | https://maily.so/datacenternews/posts/10z37k0lolw |
| October 12, 2026 | [Hanwha Ocean hosts US Sen. Dave McCormick to advance naval repair and yard ties](https://eastasiabrief.com/shipbuilding/hanwha-ocean-hosts-us-sen-dave-mccormick-advance-naval-669) | Korea | Hanwha Ocean, Hanwha Systems, Leidos | medium | https://alphasquare.co.kr/home/stock-issue?code=042660&type=news |
| October 12, 2026 | [HD Hyundai opens offshore SMR verification center in Ulsan](https://eastasiabrief.com/shipbuilding/hd-hyundai-opens-offshore-smr-verification-center-ulsan-670) | Korea | HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, Hyundai Engineering & Construction, KEPCO E&C | medium | https://www.hd.com/kr/newsroom/media-hub/press/view?detailsKey=4266 |
| October 12, 2026 | [TSMC widens CoWoS supply chain with $2 billion US interposer deal](https://eastasiabrief.com/semiconductors/tsmc-widens-cowos-supply-chain-2-billion-us-interposer-671) | Global | Taiwan Semiconductor Manufacturing Co., GlobalFoundries, Samsung Electronics, SK hynix | medium | https://gf.com/news-and-events/news/globalfoundries-reaches-agreement-to-establish-us-based-supply-of-silicon-interposers-for-advanced-ai-packaging/ |
| October 12, 2026 | [POSCO Future M Locks In $4.5B Cathode Pact With Samsung SDI to 2032](https://eastasiabrief.com/batteries-ev/posco-future-m-locks-4-5b-cathode-pact-samsung-672) | Korea | POSCO Future M, Samsung SDI, SK On, LG Energy Solution | high | https://newsroom.posco.com/kr/%ED%8F%AC%EC%8A%A4%EC%BD%94%ED%93%A8%EC%B2%98%EC%97%A0-%EC%82%BC%EC%84%B1sdi%EC%99%80-lfp-6%EC%A1%B0%EC%9B%90-%EA%B7%9C%EB%AA%A8-%EA%B3%B5%EA%B8%89%EA%B3%84%EC%95%BD-%EC%B2%B4%EA%B2%B0-non/ |
| October 12, 2026 | [Korea Zinc wins US political backing for Tennessee smelter](https://eastasiabrief.com/semiconductors/korea-zinc-wins-us-political-backing-tennessee-smelter-673) | Korea | Korea Zinc, Nyrstar | high | https://investors.koreazinc.co.kr/media/a10b5ohw/korea-zinc-us-smelter-investment_english-version.pdf |
| October 12, 2026 | [Shinko buys Japan Display plant to build advanced packaging hub](https://eastasiabrief.com/semiconductors/shinko-buys-japan-display-plant-build-advanced-packaging-hub-676) | Japan | Japan Display Inc., Shinko Electric Industries, FICT, Sharp Corporation | medium | https://www.digitimes.com/reports/item.php?id=20260525RS400 |
| October 12, 2026 | [Korean battery makers secure non-FEOC LFP supply contracts](https://eastasiabrief.com/batteries-ev/korean-battery-makers-secure-non-feoc-lfp-supply-contracts-677) | Korea | LG Energy Solution, Samsung SDI, POSCO Future M, Nvidia | high | https://www.federalregister.gov/documents/2024/05/06/2024-08913/interpretation-of-foreign-entity-of-concern |
| October 12, 2026 | [GlobalFoundries signs $2B TSMC packaging deal for AI chips](https://eastasiabrief.com/semiconductors/globalfoundries-signs-2b-tsmc-packaging-deal-ai-chips-682) | Global | GlobalFoundries, TSMC, Nvidia, Apple | medium | https://mbiz.heraldcorp.com/article/10899054 |
| October 12, 2026 | [South Korea pours $1B into AI smart shipyards to fight Chinese yards](https://eastasiabrief.com/shipbuilding/south-korea-pours-1b-ai-smart-shipyards-fight-chinese-683) | Korea | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Samho, Samsung Heavy Industries, Hanwha Ocean | high | https://www.mof.go.kr/doc/ko/selectDoc.do?docSeq=68969&bbsSeq=10&menuSeq=971 |
| October 12, 2026 | [POSCO Future M plans domestic LFP precursor supply by 2029](https://eastasiabrief.com/batteries-ev/posco-future-m-plans-domestic-lfp-precursor-supply-2029-685) | Korea | POSCO Future M, Samsung SDI, SK On, CNGR Advanced Material | high | https://newsroom.posco.com/kr/%ED%8F%AC%EC%8A%A4%EC%BD%94%ED%93%A8%EC%B2%98%EC%97%A0-sk%EC%98%A8%EA%B3%BC-lfp-%EC%96%91%EA%B7%B9%EC%9E%AC-1-1%EC%A1%B0%EC%9B%90-%EA%B3%B5%EA%B8%89%EA%B3%84%EC%95%BD-%EC%B2%B4%EA%B2%B0-%EC%88%98/ |
| October 13, 2026 | [HD Hyundai and Siemens launch Busan digital shipyard center](https://eastasiabrief.com/shipbuilding/hd-hyundai-siemens-launch-busan-digital-shipyard-center-691) | Korea | HD Korea Shipbuilding & Offshore Engineering, HD Hyundai Heavy Industries, HD Hyundai Samho, Siemens | medium | https://www.newstomato.com/ReadNews.aspx?no=1316526 |
| October 13, 2026 | [LG Energy Solution tests sodium batteries for US power grids](https://eastasiabrief.com/batteries-ev/lg-energy-solution-tests-sodium-batteries-us-power-grids-692) | Korea | LG Energy Solution, CATL, Samsung SDI, SK On | medium | https://www.news1.kr/industry/general-industry/6317136 |
| October 13, 2026 | [Samsung backs chip suppliers as fab output rises in Korea](https://eastasiabrief.com/semiconductors/samsung-backs-chip-suppliers-fab-output-rises-korea-696) | Korea | Samsung Electronics, Daeduck Electronics, TLB, PSK | medium | https://www.donga.com/news/Economy/article/all/20261013/134832414/1 |
| October 13, 2026 | [Seoul Creates Chip Policy Office to Speed Up 800 Trillion Won Push](https://eastasiabrief.com/trade-policy/seoul-creates-chip-policy-office-speed-up-800-trillion-699) | Korea | Samsung Electronics, SK hynix | medium | https://www.koreaherald.com/article/10901144 |
| October 13, 2026 | [SK On Cuts Jobs at Stanton, Tennessee Battery Plant Amid Slower EV Demand](https://eastasiabrief.com/batteries-ev/sk-cuts-jobs-stanton-tennessee-battery-plant-amid-slower-702) | Korea | SK On, Ford Motor Co., LG Energy Solution, Samsung SDI | medium | https://whatnow.com/memphis/local-news/well-known-ev-battery-manufacturer-announces-150-layoffs-at-stanton-plant/ |
| October 14, 2026 | [Chinese Battery Makers Lean on Korean Suppliers to Meet US, EU Rules](https://eastasiabrief.com/trade-policy/chinese-battery-makers-lean-korean-suppliers-meet-us-eu-703) | Global |  | high | https://www.sec.gov/Archives/edgar/data/2156068/000118518526004443/inobatbvf4a1093026.htm |
| October 14, 2026 | [EU accelerates Vietnam critical mineral pact to hedge China risks](https://eastasiabrief.com/semiconductors/eu-accelerates-vietnam-critical-mineral-pact-hedge-china-risks-709) | Global | Masan High-Tech Materials | high | https://www.consilium.europa.eu/en/press/press-releases/2026/01/29/joint-statement-on-upgrading-relations-between-the-european-union-and-viet-nam-to-a-comprehensive-strategic-partnership/ |
| October 14, 2026 | [GM vets Korean suppliers for prismatic LMR battery lines](https://eastasiabrief.com/batteries-ev/gm-vets-korean-suppliers-prismatic-lmr-battery-lines-711) | Korea | General Motors, LG Energy Solution, POSCO Future M, PNT | medium | https://www.thelec.kr/news/articleView.html?idxno=63649 |
| October 14, 2026 | [Samsung Wins Class Approval for Hybrid Tanker](https://eastasiabrief.com/analysis/samsung-wins-class-approval-hybrid-tanker-712) | Global | Samsung Heavy Industries, DNV, Altera Infrastructure | medium | https://m.ddaily.co.kr/page/view/2026101411045961448 |
| October 14, 2026 | [POSCO Future M Loses Anode Share as Chinese Graphite Surges in 2026](https://eastasiabrief.com/batteries-ev/posco-future-m-loses-anode-share-chinese-graphite-surges-715) | Korea | POSCO Future M, BTR New Material Group, Shangtai Technology, Hunan Shinzoom Technology | medium | https://www.sneresearch.com/kr/insight/release_view/755/page/264?s_cat= |
| October 14, 2026 | [Japan funds $21 billion GlobalFoundries build in New York](https://eastasiabrief.com/semiconductors/japan-funds-21-billion-globalfoundries-build-new-york-719) | Japan | GlobalFoundries, Renesas Electronics, Apple, General Motors | high | https://investors.gf.com/news-releases/news-release-details/globalfoundries-selected-operate-two-new-semiconductor-fabs-new |
| October 14, 2026 | [China semiconductor exports surge 136% to $45 billion on AI pricing](https://eastasiabrief.com/trade-policy/china-semiconductor-exports-surge-136-45-billion-ai-pricing-720) | China | Samsung Electronics, SK hynix, Yangtze Memory Technologies Corp, Micron Technology | high | https://www.bok.or.kr/portal/bbs/B0000565/view.do?nttId=11064374&searchCnd=1&searchKwd=&depth2=201156&depth=201156&pageUnit=10&pageIndex=1&programType=newsData&menuNo=201757&oldMenuNo=201156 |
| October 14, 2026 | [Changan and CATL Expand 75 GWh Cell Hub and Solid-State Line](https://eastasiabrief.com/batteries-ev/changan-catl-expand-75-gwh-cell-hub-solid-state-721) | China | Changan Automobile, Contemporary Amperex Technology, LG Energy Solution, Samsung SDI | high | https://ir.p5w.net/question/0001C66DA7EF63804A34871865FF87C585D9.shtml |
| October 15, 2026 | [China battery exports jump 36% as makers build plants abroad](https://eastasiabrief.com/batteries-ev/china-battery-exports-jump-36-makers-build-plants-abroad-722) | China | Gotion High-tech, Contemporary Amperex Technology, LG Energy Solution, Samsung SDI | high | http://www.customs.gov.cn/customs/xwfb34/302330/hgzs2026nqsjdjckqkxwfbh75/index.html |
| October 15, 2026 | [Tanzania nears graphite pacts as battery makers bypass China](https://eastasiabrief.com/energy-minerals/tanzania-nears-graphite-pacts-battery-makers-bypass-china-726) | Global | POSCO Future M, Contemporary Amperex Technology, Black Rock Mining | high | https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/172235/view |
| October 15, 2026 | [TSMC Demands Full Fab Control as Musk Pursues Texas Terafab](https://eastasiabrief.com/semiconductors/tsmc-demands-full-fab-control-musk-pursues-texas-terafab-728) | Global | TSMC, Tesla, Intel, Samsung Electronics | high | https://investor.tsmc.com/english/quarterly-results/teleconference |
| October 15, 2026 | [Hyundai adopts CATL safety tech for entry-level IONIQ V in China](https://eastasiabrief.com/batteries-ev/hyundai-adopts-catl-safety-tech-entry-level-ioniq-v-730) | China | Hyundai Motor, Contemporary Amperex Technology, LG Energy Solution, Samsung SDI | medium | https://www.thelec.kr/news/articleView.html?idxno=63691 |
| October 15, 2026 | [Samsung Heavy targets US Navy MRO work via Vigor partnership](https://eastasiabrief.com/shipbuilding/samsung-heavy-targets-us-navy-mro-work-via-vigor-734) | Korea | Samsung Heavy Industries, HD Hyundai Heavy Industries, Hanwha Ocean, HJ Shipbuilding & Construction | high | https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/170840/view?mno=&pageIndex=1&rowPageC=0&displayAuthor=&searchCategory=0&schClear=on&startDtD=&endDtD=&searchCondition=1&searchKeyword= |
| October 15, 2026 | [Equinor exits South Korea offshore wind after 12 years of grid delay](https://eastasiabrief.com/energy-minerals/equinor-exits-south-korea-offshore-wind-12-years-grid-735) | Korea | Equinor, Korea Electric Power Corp., Samsung Heavy Industries, LS Cable & System | medium | https://www.electimes.com/news/articleView.html?idxno=368508 |
| October 15, 2026 | [TSMC weighs Texas fab campus to broaden US foundry footprint](https://eastasiabrief.com/semiconductors/tsmc-weighs-texas-fab-campus-broaden-us-foundry-footprint-737) | Global | Taiwan Semiconductor Manufacturing Co., Samsung Electronics, Intel Corporation, Nvidia | high | https://investor.tsmc.com/english/quarterly-results/teleconference |
| October 16, 2026 | [UK Trade Envoy Visits HD Hyundai to Deepen Naval Ship Ties](https://eastasiabrief.com/shipbuilding/uk-trade-envoy-visits-hd-hyundai-deepen-naval-ship-742) | Korea | HD Hyundai Heavy Industries, Rolls-Royce, Babcock International | medium | https://www.ksilbo.co.kr/news/articleView.html?idxno=1069665 |
| October 16, 2026 | [Korea Zinc Secures US Backing for $7.4B Tennessee Smelter](https://eastasiabrief.com/semiconductors/korea-zinc-secures-us-backing-7-4b-tennessee-smelter-745) | Korea | Korea Zinc, Trafigura, Nyrstar, JPMorgan Chase | high | https://www.tn.gov/ecd/news/2025/12/15/korea-zinc-selects-tennessee-for-first-u-s--operations--announces--6-6-billion-investment-.html |
| October 16, 2026 | [Titan Mining plans $50 million Alabama anode graphite plant](https://eastasiabrief.com/energy-minerals/titan-mining-plans-50-million-alabama-anode-graphite-plant-746) | Global | Titan Mining | high | https://www.sec.gov/Archives/edgar/data/1791703/000117184326006477/f6k_100626.htm |
| October 16, 2026 | [Korean battery makers localize LFP cathodes under US rules](https://eastasiabrief.com/batteries-ev/korean-battery-makers-localize-lfp-cathodes-under-us-rules-750) | Korea | Samsung SDI, SK On, POSCO Future M, LG Energy Solution | medium | https://www.2news.co.kr/news/articleView.html?idxno=29363 |
| October 16, 2026 | [Kioxia sheds two-thirds of market value as Chinese NAND rivals surge](https://eastasiabrief.com/semiconductors/kioxia-sheds-two-thirds-market-value-chinese-nand-rivals-753) | Japan | Kioxia Holdings, Yangtze Memory Technologies Corp., Western Digital, Samsung Electronics | medium | https://pub1ytzw.lopisueta.blog/?pub1pimrsum=298 |
| October 16, 2026 | [Suzuki prices e SKY minicar at $13,500 to blunt BYD in Japan](https://eastasiabrief.com/batteries-ev/suzuki-prices-e-sky-minicar-13-500-blunt-byd-756) | Japan | Suzuki Motor, BYD, Nissan Motor, Honda Motor | medium | https://www.suzuki.co.jp/dealer/sj-shiga/news/detail/?id=48269 |
| October 16, 2026 | [India and JBIC weigh critical mineral fund for supply chains](https://eastasiabrief.com/energy-minerals/india-jbic-weigh-critical-mineral-fund-supply-chains-758) | Global | Japan Bank for International Cooperation, National Investment and Infrastructure Fund, Pinnacle Mobility Solutions | high | https://www.jbic.go.jp/en/information/press/press-2026.html |
| October 17, 2026 | [France and Germany back subsidy curbs on Chinese hybrid cars in 2026](https://eastasiabrief.com/trade-policy/france-germany-back-subsidy-curbs-chinese-hybrid-cars-2026-762) | Global | Volkswagen, Mercedes-Benz Group, BYD, Chery Automobile | medium | https://table.media/en/europe/talk-of-the-town/auto-package-merz-and-macron-agree-on-common-positions |
| October 17, 2026 | [World Bank and Japan Back Asian Clean Power Credit Facility](https://eastasiabrief.com/energy-minerals/world-bank-japan-back-asian-clean-power-credit-facility-765) | Japan | BlackRock, MUFG Bank | high | https://www.worldbank.org/en/news/press-release/2026/10/15/world-bank-group-and-japan-advance-partnership-on-energy-resilience-in-asia |
| October 17, 2026 | [Huayan Robotics unveils integrated cobot joint modules in China](https://eastasiabrief.com/robotics/huayan-robotics-unveils-integrated-cobot-joint-modules-china-772) | China | Huayan Robotics, Kinco Automation, Motor114, EYOUBOT | high | https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/170868/view?mno=&pageIndex=1&rowPageC=0&displayAuthor=&searchCategory=0&schClear=on&startDtD=&endDtD=&searchCondition=1&searchKeyword= |
| October 17, 2026 | [Bruegel says EU-China trade deal fails to resolve subsidies in 2026](https://eastasiabrief.com/trade-policy/bruegel-says-eu-china-trade-deal-fails-resolve-subsidies-774) | Global | ASML | medium | https://www.bruegel.org/first-glance/first-step-no-real-rebalancing-european-unions-trade-deal-china |
| October 18, 2026 | [Korea Eximbank and IFC agree to finance critical minerals and AI](https://eastasiabrief.com/semiconductors/korea-eximbank-ifc-agree-finance-critical-minerals-ai-789) | Korea | Export-Import Bank of Korea, International Finance Corporation, LG Energy Solution, Samsung SDI | high | https://documents1.worldbank.org/curated/en/099847507022545402/pdf/IDU-64036d8f-7f08-4453-a972-fd97a6037979.pdf |
| October 18, 2026 | [GlobalFoundries Signs $21B Japan Pact for New York Chip Fabs](https://eastasiabrief.com/semiconductors/globalfoundries-signs-21b-japan-pact-new-york-chip-fabs-793) | Global | GlobalFoundries, Renesas Electronics, Tokyo Electron, Apple | high | https://investors.gf.com/static-files/39985e17-be91-48d2-ae59-70f2e0c59220 |
| October 19, 2026 | [Samsung funds Texas chip labor with $22.8 million fab grant](https://eastasiabrief.com/semiconductors/samsung-funds-texas-chip-labor-22-8-million-fab-799) | Korea | Samsung Electronics, Taiwan Semiconductor Manufacturing Company, Texas Instruments | medium | https://www.koreaherald.com/article/10906169 |
| October 19, 2026 | [Korean battery trio splits on profit as grid storage surges](https://eastasiabrief.com/batteries-ev/korean-battery-trio-splits-profit-grid-storage-surges-807) | Korea | LG Energy Solution, Samsung SDI, SK Innovation, SK On | high | https://dart.fss.or.kr/?rcpNo=20211012900197 |
| October 19, 2026 | [Samsung Heavy Backs San Diego Shipyard R&D for U.S. Fleets](https://eastasiabrief.com/shipbuilding/samsung-heavy-backs-san-diego-shipyard-r-d-u-812) | Korea | Samsung Heavy Industries, General Dynamics NASSCO, DSEC, Vigor Marine | medium | https://www.sdsu.edu/news/2026/10/sdsu-launches-shipbuilding-research-projects-with-south-korea-samsung-heavy-industries |
| October 20, 2026 | [GlobalFoundries signs $2 billion TSMC chip interposer deal](https://eastasiabrief.com/semiconductors/globalfoundries-signs-2-billion-tsmc-chip-interposer-deal-814) | Global | GlobalFoundries, Taiwan Semiconductor Manufacturing Co., Nvidia, Advanced Micro Devices | medium | https://technode.global/2026/10/09/globalfoundries-tsmc-2b-ai-packaging-deal/ |
| October 20, 2026 | [Doosan Robotics hires autonomous driving veteran as new CTO in AI push](https://eastasiabrief.com/robotics/doosan-robotics-hires-autonomous-driving-veteran-new-cto-ai-823) | Korea | Doosan Robotics, Doosan Enerbility, Nvidia | medium | https://www.doosanrobotics.com/kr/about/promotion/news/ |
| October 20, 2026 | [Korea expands $1 trillion chip hub as US threatens tariffs](https://eastasiabrief.com/trade-policy/korea-expands-1-trillion-chip-hub-us-threatens-tariffs-825) | Korea | Amkor Technology, Samsung Electronics, SK hynix | high | https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/172300/view |
| October 20, 2026 | [Samsung Heavy commits to Geoje yard automation under 2029 pact](https://eastasiabrief.com/shipbuilding/samsung-heavy-commits-geoje-yard-automation-under-2029-pact-828) | Korea | Samsung Heavy Industries, Hanwha Ocean | medium | https://www.hankyung.com/article/202610203260h |
| October 20, 2026 | [Korea Eximbank weighs state loan for Korea Zinc's US smelter](https://eastasiabrief.com/trade-policy/korea-eximbank-weighs-state-loan-korea-zinc-s-us-832) | Korea | Korea Zinc | medium | https://news.einfomax.co.kr/news/articleViewAmp.html?idxno=4440180 |
| October 21, 2026 | [Kawasaki Heavy builds Japan's largest hydrogen liquefier unit](https://eastasiabrief.com/energy-minerals/kawasaki-heavy-builds-japan-s-largest-hydrogen-liquefier-unit-835) | Japan | Kawasaki Heavy Industries, Japan Suiso Energy, TB Global Technologies, Japan Engine Corporation | high | https://global.kawasaki.com/en/corp/newsroom/news/detail/?f=20261019_6788 |
| October 21, 2026 | [Hanmi Semiconductor opens US office for AI memory packaging](https://eastasiabrief.com/semiconductors/hanmi-semiconductor-opens-us-office-ai-memory-packaging-841) | Korea | Hanmi Semiconductor, Micron Technology, SK hynix, Amkor Technology | high | https://dart.fss.or.kr/?rcpNo=20210910900581 |
| October 21, 2026 | [TSMC Arizona Fab Delivers 100 Million Chips for Apple Devices](https://eastasiabrief.com/semiconductors/tsmc-arizona-fab-delivers-100-million-chips-apple-devices-842) | Global | Apple, TSMC, Amkor Technology, Perryman Company | medium | https://www.apple.com/newsroom/2026/10/apple-announces-american-manufacturing-program-partners-for-latest-iphone-lineup/ |
| October 21, 2026 | [Japan seeks $2.6B for Rapidus after pledging $21B to US fabs](https://eastasiabrief.com/analysis/japan-seeks-2-6b-rapidus-pledging-21b-us-fabs-845) | Japan | Rapidus, GlobalFoundries, Tokyo Electron, Renesas Electronics | high | https://www.meti.go.jp/english/press/2026/10/20261015001.html |
| October 21, 2026 | [BYD cuts entry EV price below $10,000 with new five-seat Seagull](https://eastasiabrief.com/batteries-ev/byd-cuts-entry-ev-price-below-10-000-new-846) | China | BYD, LG Energy Solution, Samsung SDI, SK On | medium | https://www.byd.com/cn/ocean-home/models/haiou/2-haiou |
| October 22, 2026 | [CATL and BAIC Sign Battery-Swap Pact to Target 1 Million EVs](https://eastasiabrief.com/batteries-ev/catl-baic-sign-battery-swap-pact-target-1-million-872) | China | Contemporary Amperex Technology, BAIC Group, Nio | medium | https://finance.sina.com.cn/roll/2026-10-22/doc-iniwchpf5883600.shtml |
| October 23, 2026 | [GM cancels rare earth magnet supply pact with Vacuumschmelze](https://eastasiabrief.com/semiconductors/gm-cancels-rare-earth-magnet-supply-pact-vacuumschmelze-886) | Global | General Motors, Energy Fuels, MP Materials | high | https://www.sec.gov/Archives/edgar/data/1467858/000146785826000059/gm-20260930.htm |
| October 23, 2026 | [Samsung orders 2nm chip tools for Texas fab to lift output](https://eastasiabrief.com/semiconductors/samsung-orders-2nm-chip-tools-texas-fab-lift-output-889) | Korea | Samsung Electronics, Tesla, TSMC | medium | https://zdnet.co.kr/view/?no=20261023110604 |
| October 23, 2026 | [Doosan Robotics shifts sales focus to auto and chip plants](https://eastasiabrief.com/robotics/doosan-robotics-shifts-sales-focus-auto-chip-plants-890) | Korea | Doosan Robotics, Dobot, Mobilint, AIDIN Robotics | medium | https://www.creditnews.kr/news/articleView.html?idxno=31915 |

Cite as: East Asia Brief, "Subsidies in East Asia — 2026 Q4." https://eastasiabrief.com/reports/2026-q4/subsidies